Revenue

Lease Income

International Business Machines Lease Income increased by 165.0% to $819.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 130.1%, from $356.00M to $819.00M. Over 4 years (FY 2021 to FY 2025), Lease Income shows an upward trend with a 7.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementIncome Statement
SectionRevenue
CategoryProfitability
SignalHigher is better
VolatilityStable
First reportedQ1 2019
Last reportedQ4 2025

How to read this metric

An increase reflects a growing reliance on or success in leasing-based business models, while a decrease indicates a shift away from leasing or reduced market demand.

Detailed definition

This metric represents the aggregate income derived from all leasing activities, including fixed, variable, and financin...

Peer comparison

Standard metric for companies with significant equipment leasing or financing divisions.

Metric ID: is_cat_lease_income_total

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$408.00M$171.00M$481.00M$138.00M$715.00M$145.00M$655.00M$166.00M$284.00M$238.00M$749.00M$192.00M$404.00M$133.00M$356.00M$124.00M$806.00M$309.00M$819.00M
QoQ Change-58.1%+181.3%-71.3%+418.1%-79.7%+351.7%-74.7%+71.1%-16.2%+214.7%-74.4%+110.4%-67.1%+167.7%-65.2%+550.0%-61.7%+165.0%
YoY Change+75.2%-15.2%+36.2%+20.3%-60.3%+64.1%+14.4%+15.7%+42.3%-44.1%-52.5%-35.4%+99.5%+132.3%+130.1%
Range$124.00M$819.00M
CAGR+16.7%
Avg YoY Growth+28.2%
Median YoY Growth+20.3%

Frequently Asked Questions

What is International Business Machines's lease income?
International Business Machines (IBM) reported lease income of $819.00M in Q4 2025.
How has International Business Machines's lease income changed year-over-year?
International Business Machines's lease income increased by 130.1% year-over-year, from $356.00M to $819.00M.
What is the long-term trend for International Business Machines's lease income?
Over 4 years (2021 to 2025), International Business Machines's lease income has grown at a 7.8% compound annual growth rate (CAGR), from $1.52B to $2.06B.
What does lease income mean?
The total revenue generated from all types of leasing and financing arrangements.

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